Paragon Wealth Strategies, LLC Impact Shs Fds I Tr Naacp Mino Transaction History
Paragon Wealth Strategies, LLC
- $346 Million
- Q4 2023
Shares
3 transactions
Others Institutions Holding NACP
# of Institutions
27Shares Held
557KCall Options Held
0Put Options Held
0-
International Assets Investment Management, LLC Orlando, FL150KShares$6.34 Million0.01% of portfolio
-
Betterment LLC New York, NY100KShares$4.23 Million0.01% of portfolio
-
Momentum Advisors, LLC73.4KShares$3.1 Million2.02% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH49.3KShares$2.08 Million0.03% of portfolio
-
Westfuller Advisors, LLC New York, NY26.2KShares$1.1 Million0.78% of portfolio